Yohenba

Building FlowLedger in public 🚀 | Following smart money, not hype | Sr. Software Engineer | Anime lover

[Yohenba @yohenba_ksh]

A sector can show up as 'accumulating' on paper while half the stocks inside it are being sold off and the other half bought even harder. Sector level rotation and stock level conviction aren't the same signal. Which do you actually trust more?

[Yohenba @yohenba_ksh]

@me__kaushik Solid list. Does something like Tata Technologies (4 separate buyers) mean more to you than a single big number like Diamond Power's ₹1,605 Cr from one source? Curious how you weigh breadth vs size here.

[Yohenba @yohenba_ksh]

@BasuNivesh Tenure's one lens, sure. But does it beat knowing whether a manager's actual calls have been consistent over that time? A 3 year manager with steady conviction might matter more than a 20 year vet who keeps flip flopping.

[Yohenba @yohenba_ksh]

@InvestorOfJAMMU Screener's done a lot for retail research in India, agreed. Curious though what's the one thing you still end up doing manually or in a spreadsheet, even with it?

[Yohenba @yohenba_ksh]

Lesson from building FlowLedger this week: not every number on our dashboard is equally solid. Stock-level signals always name the exact funds behind them. Sector-level ones don't yet, and we caught that gap the hard way. What's your bar for data being 'solid enough to share'?

[Yohenba @yohenba_ksh]

@AshVerma111 Now that's a trend

[Yohenba @yohenba_ksh]

@AshVerma111 Worth flagging alongside this: on the funds we track (SBI + HDFC MF), Swiggy's seen steady mutual fund accumulation since Feb, and May-Jul was the strongest quarter yet at ₹352 Cr. Doesn't contradict the block deal, just a different angle on what's happening with the stock.

[Yohenba @yohenba_ksh]

@Mf360WW Returns are one lens. On the funds we track, Healthcare is still net accumulating, though the pace has slowed for three straight windows (latest: +₹206.18 Cr). Curious if flow data like this changes how you'd read a sector, or if returns tell you enough already

[Yohenba @yohenba_ksh]

@AnkitFinAlpha @FinAlpha_in @Mf360WW @Prouspering @JoyfulGiri @SarangSood A rotation this clean in one month IT and fintech up over 2%, consumer durables and banks down by a similar margin is rare for a single AMC. Would it mean more to you if two or three AMCs showed the same shift, or is one fund enough to take seriously?

[Yohenba @yohenba_ksh]

Lesson from building FlowLedger: there's no single 'institutional activity' pattern. Every position writes its own story averaging them into one number would erase all four.

What's the biggest myth you've had to unlearn about how institutions actually move?

[Yohenba @yohenba_ksh]

Something serious investors know that most people don't: institutional buying is never just one pattern

[Yohenba @yohenba_ksh]

One stock: institutions kept selling, quarter after quarter. Another: unanimous buying flipped to unanimous selling in a single window. A third: two quiet quarters, then a sudden breakout. A fourth: a slow multi quarter fade into selling for the first time

[Yohenba @yohenba_ksh]

Stock prices and institutional ownership can go in opposite directions. Price shows what everyone's trading now, while flow data shows what big investors held weeks ago. They measure different things, so both can be true, or neither. Which do you weigh more?

[Yohenba @yohenba_ksh]

Calling all creators and artists! 🎨 Wouldn't it be amazing to have business cards featuring your unique art and all your social media QR codes?

#Creators #Artists #BusinessCards #Art #SocialMedia

[Yohenba @yohenba_ksh]

@Mf360WW Nice scorecard, do the same funds usually stay on top, or does it change a lot each quarter? Separately, we track what big funds are buying and selling on FlowLedger, not just performance. Could be a useful angle for your research

[Yohenba @yohenba_ksh]

@Akshat_World If you want to figure out how the institutions are moving their money, this can be super helpful
https://t.co/YAYKJm9bGs

[Yohenba @yohenba_ksh]

This is the exact problem we're building FlowLedger around every AMC discloses differently, the same stock shows up everywhere, and the real research work ends up being tab-comparison, not analysis. How many tabs does it take you?

[Yohenba @yohenba_ksh]

@Mf360WW @PerfectWealth_ @investdunia1 @Cryptified_Soul @atul1602 @AnkitFinAlpha @finvibe This endeavor has presented a considerable challenge, leading to the development of Flowledger, which provides insights into institutional money flow.

https://t.co/YAYKJm9bGs

[Yohenba @yohenba_ksh]

This is the exact problem we're building FlowLedger around every AMC discloses differently, the same stock shows up everywhere, and the real research work ends up being tab-comparison, not analysis. How many tabs does it take you?

[Yohenba @yohenba_ksh]

Pulled this straight from FlowLedger's Insights dashboard. Does a slow multi-quarter fade into selling tell you more than one sharp move would?

[Yohenba @yohenba_ksh]

Institutional flow into Jubilant Foodworks has been slowing for several quarters and this quarter it went negative for the first time. -₹271.48 Cr net across the 4 schemes we track, Apr Jun 2026 (disclosed Jun 30). Coverage caveat: SBI + HDFC MF only, 2 of India's 52 fund houses

[Yohenba @yohenba_ksh]

@AnkitFinAlpha What's the hardest part to keep updated with? the return numbers themselves or comparing them against the benchmark/category each month?